This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
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How Assets-as-a-Service can save a balance sheet blow out
Manage episode 302247232 series 2497951
Content provided by Deutsche Bank Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Deutsche Bank Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Being ‘asset-light’ has been Wall Street dogma for years. And no wonder. Over the last decade, US stocks with low levels of Property, Plant, and Equipment (PPE) have seen double the stock market returns of high PPE stocks. In Europe, the returns have been triple. But could it all come to an end?
…
continue reading
148 episodes
Manage episode 302247232 series 2497951
Content provided by Deutsche Bank Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Deutsche Bank Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Being ‘asset-light’ has been Wall Street dogma for years. And no wonder. Over the last decade, US stocks with low levels of Property, Plant, and Equipment (PPE) have seen double the stock market returns of high PPE stocks. In Europe, the returns have been triple. But could it all come to an end?
…
continue reading
148 episodes
All episodes
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